Sync Edelman Financial Engines to SimpleFIN
BankSync may support connections to Edelman Financial Engines accounts through third-party open banking providers, then route the supported account data shown below to SimpleFIN. Set up takes under 10 minutes and requires no code.
How to sync Edelman Financial Engines to SimpleFIN
Search for Edelman Financial Engines in BankSync
Sign up for BankSync and, if Edelman Financial Engines is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize SimpleFIN
Authorise BankSync to write data to your SimpleFIN workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Edelman Financial Engines fields supplied by the provider to columns in SimpleFIN.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Edelman Financial Engines to SimpleFIN
Transactions
Sync available Edelman Financial Engines transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Edelman Financial Engines accounts.
Holdings
Sync supported investment positions, quantities, and market values from Edelman Financial Engines.
Trades
Sync supported investment trade and activity history from Edelman Financial Engines.
Loans
Sync supported loan balances and provider-supplied liability details from Edelman Financial Engines.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Edelman Financial Engines field to any column in SimpleFIN — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Edelman Financial Engines with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeSync Edelman Financial Engines somewhere else
The same Edelman Financial Engines connection can feed any of these destinations.
- Sync Edelman Financial Engines to Actual Budget
- Sync Edelman Financial Engines to Airtable
- Sync Edelman Financial Engines to Firefly III
- Sync Edelman Financial Engines to Google Sheets
- Sync Edelman Financial Engines to Home Assistant
- Sync Edelman Financial Engines to Microsoft Excel
- Sync Edelman Financial Engines to MongoDB
- Sync Edelman Financial Engines to MySQL
- Sync Edelman Financial Engines to Notion
- Sync Edelman Financial Engines to PostgreSQL
- Sync Edelman Financial Engines to Securo
- Sync Edelman Financial Engines to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
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- Sync Charles Schwab to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Edelman Financial Engines or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.